HOMEBUILDER - GETTING STARTED

Getting Started Quick Links:

• Installation Guide
• Release Notes Link
• Direct Link to App on Microsoft AppSource

*You'll want to bookmark these.

During most implementations, you will start with the following sections in sequence:

• HomeBuilder Install and Subscribe.
• Introduction to the Implementation Section.
• HomeBuilder Base Setup.
• Financial Setup.

Operations described in every article should be performed. Any later setup will be based upon the configuration performed in these sections. Completion of operations described there will call for a degree of IT experience but can be completed by persons NOT involved in day-to-day accounting operations. There are Configuration Packages described that we can supply you with. They will greatly increase the efficiency of your implementation.

Later sections, starting with Financial Operations, rely on the quality and completeness of the previously described setup. These can be performed by staff who are involved in the day-to-day running of the accounting and operations side of a Home Construction business. We can provide complete lists that can be used here. Steps described here should be completed, when practical, in the sequence they are presented. However, at this stage, usefulness and the configuration will largely depend on your business's particular situation.